SEMI Market Symposium

Monday, July 11, 2022

1:00pm – 5:00pm

Location: South Hall, Level 3, Room 301

Session Moderator(s)

Sanjay Malhotra

VP, Corporate Marketing and Market Intelligence
SEMI, CA, United States

Keynote Speaker(s)

David Pellerin

Director of Industry Solutions, HiTech/Semiconductor
Amazon Web Services (AWS)

Speaker(s)

Duncan Meldrum, PhD

Chief Economist & Owner
Hilltop Economics, PA, United States
Mario Morales

Group Vice President
IDC, CA, United States
Andrea Lati

Director, Market Analysis
TechInsights, California, United States
Eelco Bergman

Sr. Director, Sales & Business Development
ASE
Christian Dieseldorff

Senior Principal Analyst
SEMI

Keynote Speaker(s)

Abhijit Mahindroo

Partner
McKinsey & Company, CA, United States

Kicking off SEMICON West, the SEMI Market Symposium provides a midyear market update of key market trends and drivers as well as a forum to discuss pertinent business issues. Speakers will present market forecasts and analysis for the semiconductor, equipment, materials and other industries in the electronics design and manufacturing supply chain.

More speakers to be announced.

Presentations:

1:00pm – 1:05pm

Welcome and Opening Remarks
Session Moderator: Sanjay Malhotra – SEMI
1:05pm – 1:35pm

Silicon Trends in High Performance Cloud Computing
Keynote Speaker: David Pellerin – Amazon Web Services (AWS)
1:35pm – 2:05pm

Global Recession: Is It Inevitable?
Speaker: Duncan Meldrum, PhD – Hilltop Economics
2:05pm – 2:35pm

Midway Through the Year: Are We at the Peak of This Current Semi Cycle? Where Do We Go from Here?
Speaker: Mario A. Morales – IDC
2:35pm – 3:05pm

Semiconductor Capital Spending and Equipment Outlook
Speaker: Andrea Lati – TechInsights
3:25pm – 3:55pm

Packaging Technologies Transforming the World
Speaker: Eelco Bergman – ASE
3:55pm – 4:25pm

Title: World Fab Forecast: Trends and Forecast for Fab Equipment Spending, Capacities and New Fabs
Speaker: Christian Gregor Dieseldorff – SEMI
4:25pm – 4:55pm

The Rocky Road Toward a $1 Trillion Semiconductor Industry
Keynote Speaker: Abhijit Mahindroo – McKinsey & Company
4:55pm – 5:00pm

Closing Remarks
Session Moderator: Sanjay Malhotra – SEMI